See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,499 | $154,117-88.0% | $129,995-85.8% | $139,434-86.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 32.09% | 32.48%-0.4pp | -137.18%+169.3pp | 372.94%-340.9pp |
| Employer contribution / active EE | $3,057 | $5,289-42.2% | $4,320-29.2% | $4,751-35.7% |
| Participant deferral / active EE | $6,280 | $6,710-6.4% | $5,820+7.9% | $6,710-6.4% |
| Admin fee / account holder | $1,056 | $14,007-92.5% | $10,614-90.1% | $11,403-90.7% |